Robertson Stephens Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 293,123 shares of VGIT stock, worth $17.6 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
293,123
Previous 486,226 39.71%
Holding current value
$17.6 Million
Previous $28.8 Million 39.2%
% of portfolio
0.57%
Previous 1.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$58.63 - $59.9 $11.3 Million - $11.6 Million
-193,103 Reduced 39.71%
293,123 $17.5 Million
Q1 2025

Apr 17, 2025
BUY
$57.44 - $59.4 $27.1 Million - $28 Million
471,955 Added 3307.09%
486,226 $28.8 Million
Q4 2024

Jan 27, 2025
BUY
$57.78 - $60.4 $276,592 - $289,134
4,787 Added 50.47%
14,271 $827,000
Q3 2024

Nov 12, 2024
SELL
$57.8 - $60.8 $176,521 - $185,683
-3,054 Reduced 24.36%
9,484 $573,000
Q2 2024

Aug 13, 2024
SELL
$57.14 - $58.53 $239,245 - $245,065
-4,187 Reduced 25.03%
12,538 $730,000
Q1 2024

May 15, 2024
SELL
$58.07 - $59.52 $1.56 Million - $1.6 Million
-26,909 Reduced 61.67%
16,725 $979,000
Q4 2023

Feb 06, 2024
SELL
$56.15 - $59.51 $495,916 - $525,592
-8,832 Reduced 16.83%
43,634 $2.59 Million
Q3 2023

Nov 13, 2023
BUY
$56.93 - $59.05 $2.99 Million - $3.1 Million
52,466 New
52,466 $3 Million
Q3 2020

Nov 10, 2020
SELL
$70.34 - $70.85 $219,320 - $220,910
-3,118 Closed
0 $0
Q2 2020

Aug 12, 2020
BUY
$69.86 - $70.63 $11,107 - $11,230
159 Added 5.37%
3,118 $220,000
Q1 2020

May 01, 2020
BUY
$66.04 - $70.55 $195,412 - $208,757
2,959 New
2,959 $209,000

Others Institutions Holding VGIT

# of Institutions
894
Shares Held
420M
Call Options Held
10.7K
Put Options Held
9.4K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email